Financial Wellness for Women-The Platinum Wealth Group

09/23/2024

Summer 2️⃣0️⃣2️⃣4️⃣ in the books!! Lots of fun times with the all the girls in my life…..grateful for all of you & love you all lots 💖🫶💞

11/22/2023

As we pause to think about the things in our lives we appreciate most, we want you to know we're thankful for you.

11/15/2023

A will is a key part of an estate plan, but there are other useful components to consider as well. To keep money in your family, protect assets from creditors, and/or minimize tax liabilities, an inheritance trust might be helpful. Learn the advantages: https://bit.ly/3ukYyA0

Inheritance trusts take on critical importance in wealth management, particularly for multi-generational families. The term might come across as complex but in essence, inheritance trusts involve safeguarding assets while managing their distribution efficiently. Moreover, they provide potential tax....

11/10/2023

For all the true HEROES 🇺🇸

11/01/2023

Do you know what to expect when you start collecting Social Security? There are a few common misunderstandings about this benefit that could cost you money in the long run. Here’s more information: https://bit.ly/49hr99q

Don't let these misunderstandings trip you up.

10/26/2023

Can I HELP you with your financial journey? I have 36 yrs. of experience helping individuals and businesses accomplish their financial goals. I would love to Help you too!
Please contact me by email [email protected]

10/25/2023

Are you nearing retirement age? Just curious about the ins and outs of Social Security? Read about the factors play a role in determining the amount of your Social Security payment. https://bit.ly/45Rx6Hu

Here's how to maximize the Social Security benefits you receive and minimize the taxes you pay on them when you are in retirement.

10/18/2023

You want the best care for your aging family members, but nursing home costs are significantly higher than other care options. Find out why this is, and what other choices are available: https://bit.ly/3ZZlUqK

Long-term care in residential facilities like nursing homes is a financial challenge for many. When dealing with a loved one who is disabled, elderly or ill, families often try every other kind of long-term care facility first. Because nursing homes … Continue reading → The post Nursing Home Cos...